Chartered Financial Advisor

Premier Jobs UK; Sandgate; On-site; GBP 60,000 - 80,000; Full time

Job summary

A local, independently owned financial planning firm in Folkestone seeks a Chartered Financial Advisor to join their team. The firm values quality client relationships and offers a supportive environment for personal and professional growth. Applicants should be qualified Financial Advisors, ideally with Chartered status, and committed to delivering exceptional service. This role mainly operates from the office with limited remote work, and ensures no evening or weekend obligations.

Benefits

Competitive salary

Office-based with up to 1 day at home

Collaborative team atmosphere

No evenings or weekends

Qualifications

• Must be a qualified and experienced Financial Advisor.
• Focused on delivering great service rather than chasing sales.

Responsibilities

• Provide clients with support to grow their portfolio.
• Deliver quality, holistic financial planning.

Skills

Strong technical expertise

Values-driven service orientation

Education

Chartered qualification or close to achieving

Job description

Overview

This employed, Chartered Financial Advisor role in Folkestone is available within a local, independently owned financial planning firm. You will join a values-driven firm that is passionate about doing what is right for the client and helping through technical expertise.

In your role as a Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. The business advises HNW clients, with growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. The firm does not operate a sales-targeted approach, instead aiming to deliver quality, holistic financial planning with strong client relationships so that success follows from doing the right thing for clients.

You will receive full support from the team, including administration, paraplanning, T&C and compliance. The business prides itself on its culture and team camaraderie, ensuring new joiners have the right fit within the team.

Company

Our client has been established for over 30 years, is independently owned, and has no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet increasing demand.

Chartered Financial Advisor Requirements

• You must be a qualified and experienced Financial Advisor with strong technical expertise
• Ideally, you should be Chartered qualified or close to achieving this
• Our client is focused on values-driven individuals who are motivated by delivering great service rather than chasing sales

Chartered Financial Advisor Benefits

• Competitive salary to be discussed
• Mainly office-based role when not visiting clients, with up to 1 day at home for catching up on admin
• No evenings or weekends work
• Loyal team who enjoy working together and being valued for their input

Location

Folkestone

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